chatpm is a project management chatbot agent designed to assist project managers in initializing projects, tracking progress, and summarizing project status through interactive conversations. The application leverages a local Large Language Model (LLM) for natural language processing, ensuring data privacy and on-premises deployment. It features a web-based chat interface built with Vue.js, a backend developed using Python and FastAPI, and data persistence using PostgreSQL. The entire application is containerized using Docker for ease of deployment.

1. Project Objectives
2. Features
   • Project Initialization
   • Data Persistence and Storage
   • Tracking Project Progress
   • Summarization and Visualization
3. Technical Implementation
   • Frontend
   • Backend
   • Database
   • LLM Integration
   • Containerization
   • Security and Compliance
4. Deployment
5. Future Enhancements
6. Next Steps
7. User Stories

• Assist Project Managers: Provide a tool that helps project managers initialize projects, track progress, and generate summaries.
• Interactive Chatbot Interface: Use natural language processing to create an intuitive and conversational user experience.
• On-Premises Deployment: Ensure all data remains within the organization's infrastructure for privacy and security.
• Scalable Architecture: Design the system to accommodate future enhancements and integration capabilities.

• Interactive Setup:
  • The chatbot guides the project manager through initializing a new project by asking relevant questions.
• Dynamic Questioning:
  • Adapts questions based on previous answers.
  • Allows users to skip or revisit questions.
• Data Captured:
  • Project name, description, start and end dates.
  • Goals, objectives, milestones, and potential risks.

• Database:
  • Uses PostgreSQL for robust and relational data storage.
• User Management:
  • Supports multiple users with independent workspaces.
  • Role-based access control with Project Managers and Admins.
• Security:
  • Passwords hashed securely.
  • Data encrypted in transit and at rest as needed.

• Progress Updates:
  • Users can update project status through natural language inputs.
• Task Management:
  • Add, edit, or delete tasks and milestones via chatbot commands.
• Issue and Risk Logging:
  • Report issues or risks, which are tracked for reporting.
• Progress Calculation:
  • Automatic computation of project completion percentage.

• Text Summaries:
  • Generate reports highlighting completed and pending tasks, milestones, and upcoming deadlines.
• Charts and Visualizations:
  • Gantt charts for project timelines.
  • Pie charts or bar graphs showing task completion status.
• Display Options:
  • Rendered within the chatbot interface using markdown.
  • Option to download as PDF or image files.

• Framework:
  • Built using Vue.js for a responsive and interactive user interface.
• Chat Interface:
  • Provides a conversational interface for user interaction.
• Markdown Support:
  • Displays text and images formatted using markdown.

• Framework:
  • Developed using Python and FastAPI for high performance and ease of development.
• API-First Design:
  • All functionalities are exposed via RESTful API endpoints.
• Session Management:
  • Maintains user sessions and context for conversations.

• Database Choice:
  • PostgreSQL for reliable and scalable relational data storage.
• ORM:
  • Utilizes SQLAlchemy for database interactions.
• Data Models:
  • Defines schemas for users, projects, tasks, and other entities.

• Local LLM:
  • Integrates with Ollama running Llama 3.1:8b model locally.
• Communication:
  • Backend communicates with the LLM for processing natural language inputs.
• Performance Considerations:
  • Hardware recommendations to ensure smooth operation.

• Docker:
  • The entire application is containerized for consistent deployment.
• Docker Compose:
  • Orchestrates multiple containers (frontend, backend, database, LLM).
• Environment Configuration:
  • Uses environment variables for configuration management.

• Authentication and Authorization:
  • Implements secure user authentication and role-based access control.
• Data Protection:
  • SSL/TLS for data in transit.
  • Compliance with data protection regulations.
• Password Management:
  • Secure hashing algorithms for password storage.

• On-Premises Deployment:
  • Designed to run within the organization's infrastructure.
• Hardware Requirements:
  • Recommended specifications provided for developer PCs.
• Scalability:
  • The architecture allows for scaling resources as needed.
• Testing and Development:
  • Supports local development environments for testing without Docker if necessary.

• Notifications:
  • Integration with MS Teams and email for notifications.
• Additional Integrations:
  • Potential to integrate with other project management tools.
• Advanced Analytics:
  • Incorporate more sophisticated data analysis and reporting features.
• User Collaboration:
  • Expand to support collaborative features among multiple users.

1. Development Plan:
   • Outline a roadmap with milestones and timelines.
2. Set Up Development Environment:
   • Follow the provided step-by-step guide for environment setup.
3. Prototype Development:
   • Begin with an MVP focusing on core functionalities.
4. Testing:
   • Implement unit and integration tests.
5. Documentation:
   • Create comprehensive documentation for developers and users.
6. Feedback and Iteration:
   • Collect user feedback to refine and improve the application.

Figure: High-level user story diagram illustrating different user roles and their interactions in the current phase of the chatpm project.

The diagram above showcases the key functionalities available to each user role in the chatpm application. It provides a visual representation of how Project Managers and Admins interact with the system to achieve their goals.

• Project Managers can:

  • Create and manage their own projects.
  • Update project details and track progress.
  • Generate summaries and visualizations for reporting.

• Admins can:

  • View and query all projects in the system.
  • Manage user accounts and control access.

Both roles authenticate to access the system's features, ensuring secure and role-based interactions.

Note: This proposal outlines the key aspects of the chatpm project, providing a roadmap for development and implementation. It is designed to be flexible to accommodate future requirements and enhancements.